Drive more traffic to your website and hotline
by offering a Personal Action Plan, a
convenient online tool that connects business
owners and prospective entrepreneurs to
A Personal Action Plan is a customized
checklist of next steps and people to meet to
move a business forward. The plan is free of
charge and emailed within 24 hours from the
- An introduction to your organization’s
network navigator and/or staff members and
establishes a personal connection for
continued follow-up and
- Customized referrals to three or four
organizations based on geography and by
type of assistance requested.
Plus, by adding a Personal Action
Plan web form to your website, new client data
will automatically be sent to your SourceLink
database as a Pending Task!
the Personal Action Plan web
form in SourceLInk Pro. (See Creating
- Create a dedicated web page and embed
- Develop an email template for
responding to requests for a Personal
Action Plan (see samples below).
- Capture client interactions and referrals while sending emails.a. Use Email to Interaction feature to send email to record interaction in your SourceLink CRM.
- Use Surveys to capture additional information like overall satisfaction and referral ratingsa. Start by using the provided 1-Month Satisfaction Survey and Survey Invitation template to send surveys to new clients at the end of the month.
reports to track
increases in hotline